Equitable
Equitable
Equitable एक वित्तीय सेवाओं और बीमा कंपनी है, जो व्यक्तियों, परिवारों और नियोक्ताओं को वित्तीय योजना, सेवानिवृत्ति, जीवन बीमा, वार्षिकी और कर्मचारी लाभों से जुड़े समाधान प्रदान करती है। 160 से अधिक वर्षों के अनुभव के साथ, कंपनी सलाहकार-आधारित मार्गदर्शन और ऑनलाइन संसाधनों का संयोजन करके ग्राहकों को दीर्घकालिक वित्तीय लक्ष्यों की योजना बनाने और अपने वित्तीय जीवन के महत्वपूर्ण चरणों का प्रबंधन करने में मदद करती है। इसका कार्य बीमा, वित्त और फिनटेक के क्षेत्रों तक फैला है, तथा इसके उत्पाद व्यक्तिगत और कार्यस्थल संबंधी आवश्यकताओं के लिए तैयार किए गए हैं।

Payment and Compensation Program Administrator

Administers compensation and payment programs supporting Equitable’s wealth management advisor teams. Oversees financial modeling, onboarding, reporting, stakeholder coordination, and operational improvements.

विवरण

  • Act as the primary field-facing subject matter expert for the Collective Firm Payment program
  • Advise on eligibility, team structures, financial modeling, payment calculations, and ongoing administration
  • Lead the administration and development of firm-level compensation and advisor teaming programs
  • Manage and monitor the shared mailbox for Collective Firm Payment inquiries
  • Coordinate cross-functional responses to complex and escalated issues
  • Serve as the primary contact for new firm onboarding, ongoing firm maintenance, and participant updates
  • Manage eligibility and onboarding for firms and individual participants
  • Track eligibility, team changes, agreement execution, and payment setup
  • Coordinate startup discussions, financial modeling, agreement execution, and implementation for newly qualified firms
  • Identify, document, and communicate process exceptions
  • Develop, implement, administer, and evaluate firm-level compensation and teaming programs
  • Design and improve compensation programs using financial modeling, payment calculations, trend and cost analysis, and compensation package design
  • Assess business processes and implement improvements to accuracy, efficiency, controls, scalability, and program effectiveness
  • Work with stakeholders to resolve operational challenges and deliver sustainable process improvements
  • Improve compensation reporting, payment reconciliation, financial transparency, and internal controls
  • Collaborate with Wealth Management, Field Compensation, Finance, Technology, Legal, Compliance, Operations, and other stakeholders
  • Create and maintain program documentation, agreements, contracts, schedules, procedures, field bulletins, guidelines, and educational materials
  • Deliver education, training, and support to operations teams, administrative staff, advisors, and leaders
  • Build strong working relationships with Financial Professionals, field leaders, and internal business partners

आवश्यकताएँ

  • Bachelor’s degree
  • At least five years of experience with retail wealth management operations and advisor compensation programs
  • Experience with GDC statements, PC statements, W-2 reporting, and 1099 reporting
  • Knowledge of advisor teaming structures
  • Knowledge of compensation methodologies
  • Understanding of financial modeling principles
  • Ability to develop creative solutions to complex business challenges while balancing operational, financial, and compliance considerations
  • Strong analytical, problem-solving, and strategic thinking abilities
  • Ability to explain complex technical concepts clearly and simply
  • Cross-functional collaboration skills
  • Effective communication skills
  • Ability to manage multiple concurrent priorities, projects, groups, or activities

लाभ

  • Base salary increases
  • Spot bonuses
  • Short-term incentive compensation opportunities
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • 401(k) plan
  • Paid time off
  • Growth opportunities
  • Internal mobility
  • Comprehensive compensation and benefits
  • Flexibility
  • Collaborative, team-oriented culture

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